Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional U.S. Small Cap Value in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $1.8M |
| 2 | VOLPE AND KOENIG, P.C. VOLPE AND KOENIG, P.C. PROFIT SHARING AND 401(K) PLAN | PHILADELPHIA PA | 90 | $47.1M | $355K |
